Kerry joined Xception Advisory Group in 2020 to assist in the planning and implementation process for our most complex client relationships. Her 15-years of experience in the financial services industry incorporates tax, insurance, and investment advisory services along with direct services to financial institutions. Kerry has her insurance license, FINRA Series 7, and Series 63 and 66. Her commitment to outstanding client service and her passion for research and analytics is a strong addition to XAG’s comprehensive financial planning and delivery process.
Kerry attended Georgia State University for her B.S. in Business Administration and Marketing. She earned her M.B.A. in Finance from Keller Graduate School of Management. Prior to joining Xception Advisory Group, Kerry’s professional career included financial roles in strategic pricing, tax accounting, and revenue enhancement consulting.
A native of northern Maine, Kerry grew up in Cumming, GA and now resides in Milton, GA. She and her husband, Tim, enjoy golfing, hiking, traveling with their sons Jett and Marshall, and all types of music - especially live and outdoor music festivals.